The following steps take the CBS User through how to create:
(1) individual entities such as people, pets and animals; or
(2) group entities such as incorporated enterprises [companies], unincorporated businesses [partnerships, firms, shops], conglomerates, registered organisations [associations, clubs], unregistered organisations [social clubs, families, households], government bodies / agencies, etc.

Enter a Person's Name
Create the names of people or other legal entities in CBS in the same manner.

Here's how to enter a Name...
Go to: >> Compass Portal >> People/LE
(It is best to do a search to make sure the person/entity does not already exist.)

1. Select Create;

2. Select the type of entity you want to create;

3. On the ID/Birth tab, type in the Given Name and Surname. These are the mandatory fields (indicated by ***).

This is the minimum requirement for creating a person or legal entity in CBS.
Enter other details according to the standards agreed by your enterprise.

Enter addresses & phone numbers
These can be used, not only as look up information, but also to send mail and messages using CBS.

Here's how to enter a person's address...
Go to: >> Contacts Tab >> Address Tab:

1. L/Click on the first blank Contact Entry;

2. Select Location;

3. Change the Location name if required (eg to indicate a home address, as opposed to a rental or other address)

4. If applicable, L/Click on the Enterprise information and complete the details;

5. Enter the street details;

6. L/Click on the Suburb button, filter and select the suburb (this will auto fill the rest of the information).

Here's how to enter telephone numbers that are relative to this address...
Go to: >> Telecomms Tab

1. Select the telecom type and line (that is relevant only to this address);

2. Enter the telecom number;

3. Enter any notes that may be relevant to that number (eg, this might indicate hours when the number should not be called);

To enter other numbers that are relevant to this address (eg a fax #):
1. L/Click on the scroll bar;

2. Select the telecom type and line (that is relevant only to this address);

3. Enter the telecom number;

4. Enter any notes that may be relevant to this number;

Note 1: CBS records have an owner (usually the enterer, unless this is changed) who maintains control of the record. Only the owner can modify the information.

Here's how to change ownership information...
Go to: >> Control >> Record Owner/Custodian Section

Note 2: Additional land line phone numbers (eg, a direct line number) can be created by entering a new Location but only completing the Telecomms information, without address details.

Note 3: Locations/ phone numbers/ URL's etc., can be borrowed from other entities in CBS. Decide the entity on which the record should 'live', enter the details on that record and 'borrow' the record for use on other entity records. This will ensure that any changes will only need to be made once, but all entities borrowing the record will reflect the change.

Here's how borrow a record...
Go to: >> Address Tab
1. L/Click the "+" button beside "B" (Borrow);

2. Select the required option;

3. Filter and select the desired record.

Enter a Mobile Phone number
Here's how to enter a mobile phone number...
Go to: >> Contacts >> Address
1. L/Click on the next blank Contact Entry field;

2. Select Mobile Telecom;

3. Enter mobile phone number;

4. Enter any relevant notes;

Enter an E-mail address
Here's how to enter an E-mail address...
1. L/Click on the next blank Contact Entry field;

2. Select E-mail;

3. Enter E-mail address;

4. Enter any relevant notes;

Need to change or update a person's contact information?
Here's how to Modify a record...
Go to: >> Compass Portal >> Contacts (or People/LE) >> Search for the Name
1. Select the relevant Name;

2. Select Modify;

>> Contacts Tab
3. L/Click on the record to be modified;

4. R/Click and select Modify;

5. Enter appropriate changes.

Note 3: If a record has been "borrowed" (indicated in the Priority column by the letter "B") from another entity, it will not be able to be modified as above.
Here's how to modify a borrowed contact record...
1. L/Click on the contact record to be modified;

2. R/Click and select the option to "Open Holders Contact Entry in Modify Mode";

3. Enter appropriate changes.

Here's how to remove a contact record...
[If the contact record is owned by the entity, it will be deleted, if it is borrowed from another entity, it will be removed from this entity.]

1. L/Click on the contact record to be removed;

2. R/Click and select the option to "Delete / Remove".

Access rights to CBS & the Alpha Page
The "Control Tab" is used to:

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